TBG vs HYZD
Comparison between TBG DIVIDEND FOCUS ETF (TBG, ETF) and WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF).
TBG vs HYZD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TBG
$236M
Winner
HYZD
$237M
Expense Ratio
TBG
0.45%
Winner
HYZD
0.43%
Max Drawdown
Winner
TBG
15.21%
HYZD
33.13%
Sharpe Ratio
Winner
TBG
1.54
HYZD
0.99
5Y Beta
TBG
0.55
Winner
HYZD
0.19
P/E Ratio
TBG
19.90
HYZD
N/A
Forward P/E
TBG
17.23
HYZD
N/A
PEG Ratio
TBG
1.04
HYZD
N/A
5Y Dividends CAGR
TBG
N/A
HYZD
6.13%
5Y EPS CAGR
TBG
9.47%
HYZD
N/A
P/S Ratio
TBG
2.46
HYZD
N/A
P/B Ratio
TBG
3.77
HYZD
N/A
TBG vs HYZD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TBG
+3.10%
HYZD
+0.71%
3M
Winner
TBG
+7.36%
HYZD
+2.98%
6M
Winner
TBG
+12.14%
HYZD
+3.34%
1Y
Winner
TBG
+19.20%
HYZD
+7.44%
5Y(CAGR)
TBG
N/A
HYZD
+6.17%
10Y(CAGR)
TBG
N/A
HYZD
+5.53%
Max(CAGR)
Winner
TBG
+19.98%
HYZD
+4.42%
TBG vs HYZD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | TBG | HYZD |
|---|---|---|
| 2026 | +12.35% | +2.57% |
| 2025 | +7.41% | +7.43% |
| 2024 | +19.45% | +9.41% |
| 2023 | +9.66% | +11.33% |
| 2022 | N/A | -2.50% |
| 2021 | N/A | +6.37% |
| 2020 | N/A | -0.71% |
| 2019 | N/A | +9.12% |
| 2018 | N/A | -1.95% |
| 2017 | N/A | +6.18% |
| 2016 | N/A | +14.24% |
| 2015 | N/A | -1.04% |
| 2014 | N/A | -4.10% |
| 2013 | N/A | -0.14% |
TBG vs HYZD Drawdown Comparison
The maximum drawdown for TBG was -14.76%, occurring on Apr 8, 2025. Recovery took 121 trading sessions.
The maximum drawdown for HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 260 trading sessions.
The current HYZD drawdown is -0.15%.
| Rank | TBG | HYZD |
|---|---|---|
| #1 | -14.76% Feb 28, 2025 - Aug 22, 2025 | -25.66% Feb 14, 2020 - Feb 26, 2021 |
| #2 | -6.67% Nov 29, 2024 - Feb 19, 2025 | -15.99% Apr 10, 2014 - Aug 12, 2016 |
| #3 | -6.13% Feb 11, 2026 - May 20, 2026 | -8.97% Apr 4, 2022 - Jan 12, 2023 |
| #4 | -4.57% Mar 28, 2024 - May 15, 2024 | -7.18% Oct 3, 2018 - Apr 3, 2019 |
| #5 | -3.93% May 17, 2024 - Jul 15, 2024 | -5.85% Jan 30, 2025 - May 13, 2025 |
| #6 | -3.87% Jul 31, 2024 - Aug 15, 2024 | -5.00% Mar 6, 2023 - Jun 14, 2023 |
| #7 | -3.51% Sep 11, 2025 - Nov 26, 2025 | -4.81% Jan 3, 2022 - Apr 4, 2022 |
| #8 | -3.12% Oct 18, 2024 - Nov 6, 2024 | -3.45% Oct 25, 2016 - Dec 6, 2016 |
| #9 | -2.22% Aug 30, 2024 - Sep 13, 2024 | -2.67% Jul 22, 2024 - Aug 20, 2024 |
| #10 | -1.66% May 22, 2026 - Jun 11, 2026 | -2.39% Feb 2, 2023 - Mar 6, 2023 |
| #11 | -1.59% Nov 11, 2024 - Nov 21, 2024 | -2.38% Jan 9, 2017 - Apr 25, 2017 |
| #12 | -1.53% Aug 22, 2025 - Sep 11, 2025 | -2.22% May 3, 2019 - Sep 18, 2019 |
| #13 | -1.49% Jan 8, 2024 - Jan 23, 2024 | -2.14% Jan 26, 2018 - Apr 12, 2018 |
| #14 | -1.38% Dec 19, 2023 - Dec 26, 2023 | -2.13% Nov 11, 2021 - Dec 23, 2021 |
| #15 | -1.37% Jan 30, 2024 - Feb 15, 2024 | -1.99% Sep 14, 2023 - Nov 3, 2023 |
Correlation
Correlation between TBG and HYZD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
TBG vs HYZD dividend yield comparison.
| Year | TBG | HYZD |
|---|---|---|
| 2026 | 0.60% | 2.39% |
| 2025 | 2.80% | 6.05% |
| 2024 | 2.33% | 6.08% |
| 2023 | 0.48% | 5.94% |
| 2022 | 0.00% | 5.14% |
| 2021 | 0.00% | 4.02% |
| 2020 | 0.00% | 5.13% |
| 2019 | 0.00% | 5.50% |
| 2018 | 0.00% | 5.58% |
| 2017 | 0.00% | 4.94% |
| 2016 | 0.00% | 5.07% |
| 2015 | 0.00% | 4.38% |
| 2014 | 0.00% | 3.82% |
| 2013 | 0.00% | 0.10% |
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